Hotels are spending billions on AI tools that mostly automate what a sharp night auditor already handles, while the revenue-generating potential sits locked behind the same fragmented tech stack nobody wants to fix.
Transactions
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May 31
Fertitta Entertainment's $17.6 billion acquisition of Caesars creates a 60-property gaming empire with over 550 restaurant outlets. The integration challenge isn't the casinos... it's merging two massive, incompatible technology ecosystems while keeping loyalty programs running and guests checked in.
Technology
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May 31
Wyndham says it spent less than $100,000 to connect to ChatGPT and claims engaged hotels are averaging $60,000 in incremental revenue. Before you get excited, let's talk about what "engaged" means and who's actually capturing the value.
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Wall Street just raised Airbnb's price target after Q1 revenue hit $2.68 billion, but the real signal for hotel operators isn't the stock price... it's that Airbnb's test-market hotel listings are expanding at double the rate of its home-sharing business, and the summer product launch might blow the doors open.
Technology
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Mar 31
Oracle's new OHIP Streaming API replaces the old polling model with real-time push notifications for OPERA Cloud integrations. The technology is genuinely better... but the question nobody's asking is what happens at your property when the transition isn't optional anymore.
Technology
Primary
Mar 18
New York City wants to hike hotel property taxes 9.5% while operating costs already outpace revenue growth 4-to-1. For the operators who actually have to absorb this, the question isn't political... it's whether your systems can even tell you where the margin is disappearing.
Technology
Primary
Mar 13
The industry is racing to adopt AI-powered dynamic pricing and bundling that changes rates millions of times a day. The question nobody's asking: what happens when this system meets a 200-key select-service with one person on the overnight shift and a PMS from 2017?
A $185 million, 200-room Curio Collection hotel just opened in downtown San Antonio at nearly a million dollars per key. The architecture is stunning. The chef pedigree is real. The math? That's where it gets interesting.